Licensed Accident And Health Insurance Agent
Plymouth Meeting, Pennsylvania
•Answered existing and potential policyholders questions regarding new policies, policy changes, and benefits•Followed up online information requests from potential policyholders and win-backs by telephone to promote services and to help enroll in a policy•Asked probing questions to gain better understanding of individual needs and to determine the best policy to suit those needs•Processed applications, set up seminars and one-on-one meetings, scheduled appointments with field agents, and mailed information on new policies and existing policy changes•Provided leadership and training on policies and system applications for new agents while maintaining sales numbers•Followed up with potential policyholders regarding online information requests and promoted products by telephone.